Relationship Manager — Elevate Client Experience & Growth

Fidelity Investments Inc.; Atlanta (GA); On-site; USD 65,000 - 90,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Relationship Manager in Atlanta, GA to support the branch team by strengthening client relationships and ensuring daily activities align with client needs.

The role emphasizes personalized service, maintaining a compliant, deadline-driven environment, and growing a book of business. You will collaborate with Financial Consultants, cultivate opportunities, and participate in Fidelity’s onboarding and training programs as the onsite team transitions to a

Qualifications

• FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire.
• 1–3 years in financial services with emphasis on customer experience.
• Ability to operate in a deadline-driven, compliant environment.
• Planning experience and knowledge of financial markets and products.
• Strong social skills and ability to deliver highly personalized service to each client.

Responsibilities

• Facilitate relationships with Fidelity’s valuable clients and support the branch team.
• Keep Financial Consultants organized and align daily activities with client needs.
• Develop a book of business and identify opportunities to add value to client relationships.

Skills

Series 7 & 66

Customer service

Financial planning

Communication

Education

CFP or degree helpful

Job description

Fidelity Investments Inc. is seeking a Relationship Manager in Atlanta, GA to support the branch team by strengthening client relationships and ensuring daily activities align with client needs.

The role emphasizes personalized service, maintaining a compliant, deadline-driven environment, and growing a book of business. You will collaborate with Financial Consultants, cultivate opportunities, and participate in Fidelity’s onboarding and training programs as the onsite team transitions to a